My Profile

Tim Boyle BA APFS
Chartered Financial Planner

I have worked in Financial Services since 1981 as a Financial Adviser before becoming an Independent Financial Advisor in 1990 spending 8 years with a small practice in Fleet, Hants.

I formed Waverley Financial Services in 1998 providing advice to clients on all areas of financial planning from basic insurance matters to more complex taxation, Trusts and Pensions. During this period I studied with the Open University to achieve my BA Degree. My firm Waverley Financial Services is part of the New Leaf Group a national IFA whom I joined in 2014, a truly independent advisory practice which is committed to providing the best possible service to our valued clients.

The majority of my clients are in the Basingstoke and Hampshire region although I am happy to travel further afield. I like meeting new people from all types of backgrounds. Many of my clients have been with me for some 30 years and I am always happy to advise new clients.

I pride myself on providing straightforward, easy to understand advice and always have my clients' best interests in mind. My mission is to deliver an efficient and affordable service.

I have gained the Chartered Insurance Institute Advanced Diploma in Financial Planning and achieved Chartered Financial Planner status.

My hobbies include sports particularly cycling, foreign languages (Spanish & French) and travel, history, film and good food & wine.

Waverley Financial Services is an appointed representative of New Leaf Distribution Ltd who are authorised and regulated by the Financial Conduct Authority (FCA) Number 460421.
All investments involve a degree of risk of some kind. We may provide further risk information during the course of our services to you, as appropriate. Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets outside our control. Investments and the income from them may go down as well as up and you may get back less than the amount you invested. Past performance is not a guide to future performance.
This website is aimed at UK residents.
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